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    Catherine J Heath Financial

    5.0 (1 review)

    Services - Catherine J Heath Financial

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

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    13 years ago

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    PA Financial, CPA

    PA Financial, CPA

    (2 reviews)

    I requested a tax preparation for my elderly father as POA. Given the brief information I provided…read morein the Yelp request, Philip was able to determine that I needed to file for three tax jurisdictions: federal, NJ non-resident and CA resident. After sharing tax documentation for my father, Philip worked quickly to prepare drafts of the tax returns within two days. We signed and finalized the tax return e-filing the very next day. He was able to walk through the complex real estate related capital gain/loss tax issues from step-up basis from a death of the spouse, federal exclusion for principal residence to NJ refund of estimated gross income tax collected at the time of closing. In fact, he had prepared the appropriate refund claim documents that I can send to NJ Division of Taxation without any additional charge; I am quite pleased that Philip did not require an additional fee to the initial quote that he provided as the response to my Yelp request for these extra claim documents. I feel that PA Financial, CPA had charged a reasonable tax preparation fee given the complexity of the tax issues involved. All throughout the tax preparation process, Philip was responsive to my questions and concerns and accommodated for the difference in timezone (I lived in CA). Although I do not have a future need for NJ tax filing, I would highly recommend PA Financial, CPA firm for your NJ resident or non-resident tax preparation needs.

    PA Financial helped me a lot with my tax returns! I had to file an amendment to my 2021 returns and…read morethey were extremely efficient in sorting out everything. They were so thorough, efficient, and caring that I sought them to also file my 2022 returns. I strongly recommend them!

    George Dimov CPA - George Dimov, C.P.A.

    George Dimov CPA

    (312 reviews)

    Midtown East

    Great experience with filing my tax returns. Been going to the firm for a few years now and it's…read morealways been a good experience. My return isn't super straightforward, there are kids, houses, investments (domestic and international), + a few other random things and it's been such a straightforward process. Answer a survey. Provide the documentation. Everything is handled. The team is also very responsive and willing to hop on calls if I need to talk through anything. Will definitely continue to go to them for my accounting needs, including any things beyond my tax returns that might pop up. Pricing is incredibly fair and honestly a great value at the price point.

    Absolutely do not hire this firm - as you can see from either 1 star or 5 star reviews - who you…read moreget assigned to makes all the difference. Staff turnover is insanely high and there is no internal coordination. This resulted in our engagement to amend our 2024 review for missing depreciation being completely ignored. We received an amended return that asked us to pay 22k in extra tax because the new accountant thought the return was to "update nyc" to a full year of income and avoid risk even though we had a clear move date. You will never be able to talk to George Dimov - he completely ghosts you after the sale. The accountants also make silly errors constantly you have to bring up and correct. This is on top of the lack of communication, hitting deadlines, etc that I previously complained about to even get the accountants to start working on my file. If you want to babysit someone the entire time and make it 100x harder to do your taxes than doing it yourself - this is the place to waste your money.

    Catherine J Heath Financial - taxservices - Updated May 2026

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